Bogart Wealth LLC’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
26,175
+1,017
| +4% | +$536K | 0.59% | 35 |
|
|
2025
Q1 | $12.8M | Buy |
25,158
+6,790
| +37% | +$3.45M | 0.6% | 32 |
|
|
2024
Q4 | $9.15M | Buy |
18,368
+1,370
| +8% | +$682K | 0.43% | 55 |
|
|
2024
Q3 | $8.78M | Sell |
16,998
-2,559
| -13% | -$1.32M | 0.42% | 58 |
|
|
2024
Q2 | $8.72M | Buy |
19,557
+498
| +3% | +$222K | 0.44% | 52 |
|
|
2024
Q1 | $8.11M | Buy |
19,059
+8,101
| +74% | +$3.45M | 0.42% | 59 |
|
|
2023
Q4 | $4.83M | Buy |
10,958
+789
| +8% | +$348K | 0.27% | 89 |
|
|
2023
Q3 | $3.72M | Buy |
10,169
+4,303
| +73% | +$1.57M | 0.23% | 93 |
|
|
2023
Q2 | $2.35M | Buy |
5,866
+1,020
| +21% | +$409K | 0.15% | 102 |
|
|
2023
Q1 | $1.67M | Buy |
4,846
+130
| +3% | +$44.8K | 0.11% | 107 |
|
|
2022
Q4 | $1.58M | Buy |
4,716
+738
| +19% | +$247K | 0.11% | 113 |
|
|
2022
Q3 | $1.22M | Buy |
3,978
+624
| +19% | +$191K | 0.1% | 106 |
|
|
2022
Q2 | $1.13M | Buy |
3,354
+706
| +27% | +$238K | 0.1% | 106 |
|
|
2022
Q1 | $1.09M | Buy |
+2,648
| New | +$1.09M | 0.09% | 109 |
|